See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,914 | $61,660-96.9% | $80,019-97.6% | $64,186-97.0% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.6%+23.8pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $566 | $1,810-68.7% | $2,468-77.1% | $2,381-76.2% |
| Participant deferral / active EE | $1,591 | $2,968-46.4% | $3,686-56.8% | $3,470-54.2% |
| Admin fee / account holder | $43 | $5,417-99.2% | $6,521-99.3% | $4,888-99.1% |